半导体设备ETF（159516）跌超3%，资金逢低布局，盘中迎大幅申购

Group 1 - Semiconductor sector experienced a decline, with the semiconductor equipment ETF (159516) dropping over 3%, while funds are being actively purchased at lower prices [1] - Guosen Securities maintains a positive outlook for the electronics sector in 2025, driven by the convergence of macro policy cycles, industry inventory cycles, and AI innovation cycles, leading to "valuation expansion" [1]